Investment Analytics - AIM Analyst/AIM Senior Analyst | Hybrid

Allianz • Minneapolis, MN

263d • $55,000 - $110,000

About The Position

At Allianz Life, we are guided by our mission - we secure your future - and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. You will report to the AVP, Investment Analytics and Reporting. As an entry-level member of the Portfolio Analytics team, you will deliver analysis and forecasting that supports the Allianz US general account investment team and aids in informed portfolio management decision-making. Your main responsibilities will involve maintaining and enhancing analytical tools and processes that support investment decisions. You will need strong analytical skills and advanced proficiency in Excel, SQL, and PowerBI. Candidate requires creative problem-solving who not only replicates processes but also suggests efficiencies for quality and production improvements. Demonstrating process improvement skills in your daily work, you should be able to work independently and collaboratively within a team environment.

Requirements

• 2+ years insurance company, banking or finance experience
• Strong Excel and SQL skills including VBA, PowerBI experience favorable
• Working knowledge of investment systems such as Bloomberg, Aladdin, or similar investment management systems
• Excellent quantitative and analytical skill-set
• Understanding of insurance company investing helpful
• In pursuit of CFA or actuarial exams helpful
• Utilization of artificial intelligence tools and resources (e.g. generative AI).
• Must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future.

Responsibilities

• Gather requests from asset class experts to build new analysis using Aladdin reporting functionality.
• Update, maintain and improve existing analytical tools and processes in Excel, SQL, and PowerBI.
• Complete the annual investment planning process using internal models.
• Prepare analysis and commentary to explain main reasons for deviation between actual investment income compared to plan.
• Produce asset transaction reporting comparing purchases against relative benchmarks to support the understanding of investment income drivers.
• Help maintain benchmarks by reviewing important assumptions and implementing updates in relevant investment systems.
• Manage relationships with internal customers and external partners.
• Conduct analysis and investigates solutions to help improve the analytics of the company and overall risk management.
• Develop requirements for technical team support in advancing tools and data quality.

Benefits

• Comprehensive medical, dental and vision plan options
• Health savings account
• Tuition reimbursement
• Student loan retirement plan
• Annual paid leave
• Outstanding 401(k) company match
• Life insurance
• Onsite health center
• Child development center
• Fitness facility
• Convenience store
• Two cafeterias

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities